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Banking Salary in Oklahoma, USA

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Small Business Relationship Manager - Montgomery County
Wsfs Financial, Ardmore
Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.The Small Business Relationship Manager will be responsible for the sales life cycle, including lead sourcing, loan policies and structure, product knowledge, and financial analysis. The incumbent will develop and nurture an active referral network with business/professional associations, accountants, lawyers, commercial real estate brokers, business brokers, etc., to solicit Small Business loan opportunities. The incumbent will focus on companies with annual revenues up to $5 million, facilitate and close total business credit exposure of up to $1.5 million, and maintain current knowledge of local and national economic, financial, political, competitor, and legislative trends. The Small Business Relationship Manager will assist with onboarding, coaching, and mentoring new Small Business Relationship Managers around business development, sales approaches, building relationships, WSFS solutions and services, and other factors critical to success. This role is sales driven and requires a proven track record of developing new businesses and managing relationships. Ideal candidates are experienced in community banking, networking, building relationships, and providing excellent customer service, and possess extensive experience with small business lending.Job Responsibilities:Analyzes potential customers' banking needs, earnings, and financial conditions to determine which bank solutions are most appropriate, assessing acceptable risk and submits viable loan package.Negotiates terms under which credit will be extended including costs, repayment method/schedule, and collateral requirements.Prospects new business relationships and cross selling Bank solutions and services. Manages loan portfolio; including selling into the portfolio, ensures the monitoring and collection of loan payments; modifies or extends loan terms or structure to protect bank's interest when required. Minimizes and mitigates bank's exposure to losses. Follows lending procedures and ensures lending compliance of loan portfolio with bank and regulatory procedures, policies, and requirements, and takes corrective action when non-compliance is identified.Assists in training and mentoring new and less experienced small business relationship managers on lending procedures, policies, and regulations, and recommends improvements to procedures and provides functional guidance as needed. Obtaining and assessing financial information, including financial statements and credit history.Minimum Qualifications:Bachelor's degree in business or finance preferred, or equivalent experience demonstrated through a combination of the following: work and military experience, and education/training Must be an experienced Business Lender with 5+ years of new business development experience and direct sourcing and prospecting new clients Must have 5+ years of business lending experience in the financial industry along with a proven track record of managing relationships, developing new business, sustaining consistent production, and ability to perform in multiple goal categoriesMust have experience with utilizing a CRM system to manage and monitor progress in sales pipeline toward converting prospects to customers.Must have strong knowledge of business lending, consumer lending, and deposit products.Must have credit experience, loan structuring, and financial statement analysis Must have proficiency with analyzing applicant financial status, credit, and property evaluation to determine ability and capacity to repay and service debt. Basic Knowledge of all applicable Regulations that pertain to this position is required.Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.Demonstrated ability to coach and mentor other Small Business Relationship Managers in all areas of small business banking.Demonstrated proficiency in working with key internal resources.Proven track record of executing additional responsibilities over and above assigned performance goals. Demonstrated ability to make one-on-one and group presentations.Collaborates effectively to get things done, building, and nurturing strong relationships.Must have strong analytical ability, excellent oral and written communication skills, as well as excellent listening ability and presentation skills.WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected] is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Commercial Banking Relationship Manager
Commerce Bank, Oklahoma City
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation RangeAnnual Salary: $80,000.00 - $207,575.00 (Amount based on relevant experience, skills, and competencies.)About This JobThis position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over.Essential FunctionsReach out to assigned customers and targeted prospects with the objective to acquire new businessServe as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retentionCoordinate with product partners to cross-sell a full range of products and servicesCritically review and analyze portfolio to reduce risk and enhance profitabilityFacilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit riskFacilitate the resolution of customer problems, engaging product experts as neededParticipate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplaceEnsure compliance with all bank policies, procedures, regulations, and lawsManage a portfolio of commercial relationships with some or all of the following characteristics:Average loan portfolio O/S of $50MM to $100MMAverage deposit portfolio of $25MM to $50MMAnnual contribution of $500M to $750MPerform other duties as assignedKnowledge, Skills & Abilities RequiredIntermediate knowledge of full range of commercial products, credit policies, procedures and terminologyAbility to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsStrong time management skills, with ability to appropriately prioritize calling activities and strategiesGoal oriented with well-developed sales skillsStrong strategic, analytical, and problem-solving skillsStrong persuasive and negotiation skillsAbility to structure more complex credit requestsMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesBasic proficiency with Microsoft Word, Excel and OutlookEducation & ExperienceBachelor's degree in Business Administration, or equivalent combination of education and experience required3+ years of commercial banking experience requiredFor this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.**Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $207,575 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. #LI-TC1 Location: 3503 NW 63rd Street, Suite 300, Oklahoma City, Oklahoma 73116Time Type:Full time
Teller, Part-time
BancFirst Corporation, Oklahoma City
BancFirst Corporation Part Time Teller Oklahoma City, OK Onsite Position9335 S. Pennsylvania, Oklahoma City, OK 73159Part Time: 1:00 p.m. to 6:30 p.m. M-F, Saturdays as scheduledPOSITION SUMMARY Idealcandidate is seeking long term employment with room for advancement, iscommitted to excellent customer service while complying with policy andprocedure, and has an outstanding personality. ESSENTIAL DUTIES ANDRESPONSIBILITIES include the following. Otherduties may be assigned. Payingand Receiving Teller for retail and commercial businesses, knowledge of aRecycler useful Processmultiple transactions accurately Sellmoney orders and official checks PromoteBancFirst services through cross selling banking products to new and existingclientele, minimum goals and sales incentive will apply Extraordinarycustomer service will be required at all times Consistentexecution of policies and procedures Assistwith other job related duties as requested by supervisor/manager REQUIREMENTS HighSchool Graduate or High School equivalency Knowledgeof teller cash limits, teller machines, and preparation of teller work Abilityto balance teller cash and maintain acceptable balancing percentages as definedby management MaintainBranch cash vault (if applicable) Knowledgeof consignment items and their issuance Ableto perform in a highly sensitive environment, deal with confidential mattersand meet deadlines Workwell individually and with a team while maintaining a positive attitude Mustdemonstrate a business professional image and demeanor Mustbe able to communicate professionally both verbally and in writing Workwell under stress and deadlines while managing multiple tasks Must be able to sit and/or stand for long periods oftime during the workday Must be able to lift (on occasion) 10-20 pounds Critical thinking skills Excellent work ethic Must be flexible and able to work additional hourswhen crucial to the branch environment Able to perform opening and closing duties whilemaintaining security standards Regular attendanceand punctuality is an essential function of the jobPREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workdayLong periods of typing and repetitive motionAbility to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometownservice, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance. PI239213790
Teller, Part-time
BancFirst Corporation, Oklahoma City
BancFirst Corporation Part Time Teller Oklahoma City, OK Onsite Position7901 N. MacArthur, Oklahoma City, OK 73132Part Time: 1:00 p.m. to 6:30 p.m. M-F, Saturdays as scheduledPOSITION SUMMARY Idealcandidate is seeking long term employment with room for advancement, iscommitted to excellent customer service while complying with policy andprocedure, and has an outstanding personality. ESSENTIAL DUTIES ANDRESPONSIBILITIES include the following. Otherduties may be assigned. Payingand Receiving Teller for retail and commercial businesses, knowledge of aRecycler useful Processmultiple transactions accurately Sellmoney orders and official checks PromoteBancFirst services through cross selling banking products to new and existingclientele, minimum goals and sales incentive will apply Extraordinarycustomer service will be required at all times Consistentexecution of policies and procedures Assistwith other job related duties as requested by supervisor/manager REQUIREMENTS HighSchool Graduate or High School equivalency Knowledgeof teller cash limits, teller machines, and preparation of teller work Abilityto balance teller cash and maintain acceptable balancing percentages as definedby management MaintainBranch cash vault (if applicable) Knowledgeof consignment items and their issuance Ableto perform in a highly sensitive environment, deal with confidential mattersand meet deadlines Workwell individually and with a team while maintaining a positive attitude Mustdemonstrate a business professional image and demeanor Mustbe able to communicate professionally both verbally and in writing Workwell under stress and deadlines while managing multiple tasks Must be able to sit and/or stand for long periods oftime during the workday Must be able to lift (on occasion) 10-20 pounds Critical thinking skills Excellent work ethic Must be flexible and able to work additional hourswhen crucial to the branch environment Able to perform opening and closing duties whilemaintaining security standards Regular attendanceand punctuality is an essential function of the jobPREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workdayLong periods of typing and repetitive motionAbility to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometownservice, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance. PI239213724
Teller, Part-time
BancFirst Corporation, Oklahoma City
BancFirst Corporation Part Time Teller Oklahoma City, OK Onsite Position9335 S. Pennsylvania, Oklahoma City, OK 73159Part Time: 10:00 a.m. to 3:00 p.m. M-F, Saturdays as scheduledPOSITION SUMMARY Idealcandidate is seeking long term employment with room for advancement, iscommitted to excellent customer service while complying with policy andprocedure, and has an outstanding personality. ESSENTIAL DUTIES ANDRESPONSIBILITIES include the following. Otherduties may be assigned. Payingand Receiving Teller for retail and commercial businesses, knowledge of aRecycler useful Processmultiple transactions accurately Sellmoney orders and official checks PromoteBancFirst services through cross selling banking products to new and existingclientele, minimum goals and sales incentive will apply Extraordinarycustomer service will be required at all times Consistentexecution of policies and procedures Assistwith other job related duties as requested by supervisor/manager REQUIREMENTS HighSchool Graduate or High School equivalency Knowledgeof teller cash limits, teller machines, and preparation of teller work Abilityto balance teller cash and maintain acceptable balancing percentages as definedby management MaintainBranch cash vault (if applicable) Knowledgeof consignment items and their issuance Ableto perform in a highly sensitive environment, deal with confidential mattersand meet deadlines Workwell individually and with a team while maintaining a positive attitude Mustdemonstrate a business professional image and demeanor Mustbe able to communicate professionally both verbally and in writing Workwell under stress and deadlines while managing multiple tasks Must be able to sit and/or stand for long periods oftime during the workday Must be able to lift (on occasion) 10-20 pounds Critical thinking skills Excellent work ethic Must be flexible and able to work additional hourswhen crucial to the branch environment Able to perform opening and closing duties whilemaintaining security standards Regular attendanceand punctuality is an essential function of the jobPREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workdayLong periods of typing and repetitive motionAbility to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometownservice, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance. PI239213753
Consumer Loan Officer II
BancFirst Corporation, Tahlequah
BancFirst Corporation Consumer Loan Officer IITahlequah, OK Onsite Position130 S. Muskogee Avenue, Tahlequah, OK 74465Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Obtain and develop quality loan portfolio with annual performance goals while managing existing portfolio Promote BancFirst services through cross selling banking products to new and existing clientele Participation in various community and public events Consistent execution of policies and procedures Extraordinary customer service at all times Outside business development calls required Assist with other job related duties and special projects as requested Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS Minimum 3 years experience as an underwriting Consumer Loan Officer Current working knowledge of Regulatory Compliance requirements including but not limited to RESPA, HMDA, and Fair Lending Knowledge of loan processing/collection software required Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications Obtain and develop Consumer/Real Estate loan portfolio Outstanding listening and communication skills, both written and verbal Work well under stress and deadlines while managing multiple tasks Excellent organizational skills Demonstrate an independent working attitude within a team framework PREFERRED SKILLS AND QUALIFICATIONS Degree preferred but not requiredPHYSICAL REQUIREMENTS Constant use of computer screens and reading of reports Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile Regularly required to sit, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching to file materials Ability to lift and/or move and carry 5 pounds Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.EOE/AA – BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance. PI239213687
Private Banker- Healthcare
Regent Bank, Tulsa
Summary: The Private Banker position is responsible for performing routine branch and customer service duties. This position is responsible for generating business and continually building relationships with existing clients. Essential Duties and Responsibilities: Complete new account openings, maintenance and servicing accounts. Greet customers and facilitate a welcoming and customer-focused environment. Build relationships with customers to help identify financial products and services that will better meet their needs. Handling currency, transactions, and confidential information responsibly. Using software to track bank information and generate reports. Deliver exceptional customer service in person and over the phone. Assisting customers with processing transactions that includes deposits, withdrawals, payments, resolving complaints or account discrepancies, and answer questions. Assist clients with wire transfers verifying information and monitoring for fraudulent wire activity. Keeping a clean, and organized work area along with a professional appearance. Follow all bank financial and security regulations/procedures including completion of required compliance training. Maintain necessary logs and reports for compliance. Other duties as assigned. Education And/Or Experience: High School Diploma or equivalent One (1) year of previous retail banking required One (1) year of personal banking experience is preferred Knowledge/Skills/Abilities: Knowledge of Microsoft Office applications (Excel, Word, Powerpoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 25 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.
Commercial Banking Relationship Manager
Commerce Bank, Tulsa
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation RangeAnnual Salary: $80,000.00 - $207,575.00 (Amount based on relevant experience, skills, and competencies.)About This JobThe main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over.Essential FunctionsReach out to assigned customers and targeted prospects with the objective to acquire new businessServe as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retentionCoordinate with product partners to cross-sell a full range of products and servicesCritically review and analyze portfolio to reduce risk and enhance profitabilityFacilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit riskFacilitate the resolution of customer problems, engaging product experts as neededParticipate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplaceEnsure compliance with all bank policies, procedures, regulations, and lawsManage a portfolio of commercial relationships with some or all of the following characteristics:Average loan portfolio O/S of $50MM to $100MMAverage deposit portfolio of $25MM to $50MMAnnual contribution of $500M to $750MPerform other duties as assignedKnowledge, Skills & Abilities RequiredIntermediate knowledge of full range of commercial products, credit policies, procedures and terminologyAbility to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsStrong time management skills, with ability to appropriately prioritize calling activities and strategiesGoal oriented with well-developed sales skillsStrong strategic, analytical, and problem-solving skillsStrong persuasive and negotiation skillsAbility to structure more complex credit requestsMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesBasic proficiency with Microsoft Word, Excel and OutlookEducation & ExperienceBachelor's degree in Business Administration, or equivalent combination of education and experience required3+ years of commercial banking experience requiredFor this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.**Level of role (I, II, III, Senior) is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $207,575 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 5314 S Yale Ave, Tulsa, Oklahoma 74135Time Type:Full time
Personal Banker
Regent Bank, Tulsa
Summary: The Personal Banker position is responsible for performing routine branch and customer service duties. This position is responsible for generating business and continually building relationships with existing clients. Essential Duties and Responsibilities: Complete new account openings, maintenance and servicing accounts. Facilitate a welcoming and customer-focused environment. Build relationships with customers to help identify financial products and services that will better meet their needs. Handling account-sensitive and confidential information in a responsible manner. Using software to track bank information and generate reports. Deliver exceptional customer service in-person and over the phone Assisting customers with questions, resolving complaints, and/or account discrepancies. Keeping a clean, and organized work area along with a professional appearance. Follow all bank financial and security regulations/procedures including completion of required compliance training. Maintain necessary logs and reports for compliance. Other duties as assigned. Education And/Or Experience: High School Diploma or equivalent. One (1) year of previous retail banking required. One (1) year of personal banking experience is preferred Knowledge/Skills/Abilities: Knowledge of Microsoft Office applications (Excel, Word, PowerPoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines and in a fast-paced environment. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 25 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.
Banking Customer Advocate I
Flagstar Bank, N.A., Oklahoma City
Position Title Banking Customer Advocate ILocation Work From Home United StatesJob Summary The Customer Advocate (CA) serves as the first point of contact for our customers. In this role, the CA will be responsible for supporting inbound contacts from current and prospective banking customers. Through these engagements, the CA will create detailed documentation to ensure inquiries are resolved in an accurate and satisfactory manner.In this role, you will expand on your current skill set, mastering soft-skills and becoming an expert with our Online Banking platform. From there, successful CAs will have the opportunity to transition to a Senior Customer Advocate who specializes in supporting our business customers and more complex customer interactions.Pay Range: Local Minimum Wage - $18.62 - $24.00Job Responsibilities:Customer Service:Handle a large volume of inbound customer contacts, building positive relationships while supporting and promoting the overall financial health of our current and prospective customersBe an advocate for our customers, supporting all requests for research, documentation and coordinating positive outcomes by partnering with internal business groupsMeet daily qualitative and quantitative targets for yourself and your team, and achieve all objectives for service, productivity, and qualityDrive results and engage applicable partners on trending customer issues through internal communication tools.Follow and implement internal announcements, trainings, products, services, systems, policies & procedures, and governmental regulations impacting the banking industryHave flexibility in supporting business needs with the availability to provide additional hours and varying shifts including evenings, holidays, and weekendsJOB REQUIREMENTS Required Qualifications:High School Degree or Equivalent required; some college coursework or degree preferred2+ years of contact center experience and/or comparable Flagstar Retail Banking experienceA passion for customer service with excellent communication and program solving skillsStrong technical knowledge and adapt in navigating multiple programs and applications simultaneouslyIntermediate knowledge of MS Office SuiteA proven track record of thriving in a fast-paced customer facing environmentPreferred Qualifications:Financial Services experienceSalesforce or comparable CRM experienceExpertise with MS Office SuiteExpertise with DNA or comparable banking applicationsWorking proficiency in the Spanish languageA proven track record of exceeding performance metrics within a contact center environment